JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
About JPMORGAN CHASE & CO
JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.
The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.
JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.
Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,268,334 | -1.8% | 8,746 | -1.5% | 0.29% | +5.1% |
| Q2 2023 | $1,291,644 | +15.5% | 8,881 | +3.5% | 0.28% | +11.7% |
| Q1 2023 | $1,118,048 | -2.8% | 8,580 | 0.0% | 0.25% | -5.0% |
| Q4 2022 | $1,150,574 | +29.4% | 8,580 | +0.8% | 0.26% | +20.4% |
| Q3 2022 | $889,000 | -7.2% | 8,510 | 0.0% | 0.22% | -1.4% |
| Q2 2022 | $958,000 | -17.4% | 8,510 | 0.0% | 0.22% | -6.4% |
| Q1 2022 | $1,160,000 | -12.6% | 8,510 | +1.6% | 0.23% | -8.2% |
| Q4 2021 | $1,327,000 | -4.0% | 8,380 | -0.7% | 0.26% | -11.5% |
| Q3 2021 | $1,382,000 | +5.2% | 8,440 | -0.1% | 0.29% | +5.9% |
| Q2 2021 | $1,314,000 | +1.9% | 8,450 | -0.2% | 0.27% | -2.9% |
| Q1 2021 | $1,289,000 | +13.0% | 8,465 | -5.8% | 0.28% | +10.7% |
| Q4 2020 | $1,141,000 | +28.3% | 8,985 | -2.7% | 0.25% | +17.7% |
| Q3 2020 | $889,000 | +1.1% | 9,233 | -1.2% | 0.22% | -4.0% |
| Q2 2020 | $879,000 | +5.0% | 9,343 | +0.5% | 0.22% | -7.1% |
| Q1 2020 | $837,000 | -36.4% | 9,293 | -1.6% | 0.24% | -25.4% |
| Q4 2019 | $1,316,000 | +18.5% | 9,443 | 0.0% | 0.32% | +7.7% |
| Q3 2019 | $1,111,000 | -1.2% | 9,443 | -6.1% | 0.30% | -2.6% |
| Q2 2019 | $1,124,000 | +7.3% | 10,054 | -2.9% | 0.31% | +6.9% |
| Q1 2019 | $1,048,000 | +2.2% | 10,354 | -1.4% | 0.29% | -5.9% |
| Q4 2018 | $1,025,000 | -22.4% | 10,501 | -10.3% | 0.31% | -12.6% |
| Q3 2018 | $1,321,000 | +5.5% | 11,713 | -2.5% | 0.35% | +2.0% |
| Q2 2018 | $1,252,000 | -9.8% | 12,014 | -4.8% | 0.34% | -10.2% |
| Q1 2018 | $1,388,000 | +4.5% | 12,624 | +1.6% | 0.38% | +7.3% |
| Q4 2017 | $1,328,000 | +9.7% | 12,421 | -2.0% | 0.36% | +4.7% |
| Q3 2017 | $1,211,000 | +12.1% | 12,671 | +7.2% | 0.34% | +7.9% |
| Q2 2017 | $1,080,000 | +5.2% | 11,816 | +1.0% | 0.32% | +4.0% |
| Q1 2017 | $1,027,000 | +3.5% | 11,701 | +1.8% | 0.30% | -0.3% |
| Q4 2016 | $992,000 | +29.2% | 11,494 | -0.4% | 0.30% | +28.3% |
| Q3 2016 | $768,000 | +0.4% | 11,539 | -1.5% | 0.24% | -2.5% |
| Q2 2016 | $765,000 | +10.2% | 11,719 | 0.0% | 0.24% | +10.0% |
| Q1 2016 | $694,000 | -8.6% | 11,719 | +1.9% | 0.22% | -12.0% |
| Q4 2015 | $759,000 | +9.4% | 11,499 | +1.0% | 0.25% | +6.4% |
| Q3 2015 | $694,000 | -4.5% | 11,390 | +6.1% | 0.24% | -0.4% |
| Q2 2015 | $727,000 | +10.3% | 10,735 | -1.3% | 0.24% | +15.0% |
| Q1 2015 | $659,000 | -10.0% | 10,872 | -7.0% | 0.21% | -11.2% |
| Q4 2014 | $732,000 | +2.1% | 11,695 | -1.7% | 0.23% | -2.9% |
| Q3 2014 | $717,000 | +7.2% | 11,895 | +2.6% | 0.24% | +5.8% |
| Q2 2014 | $669,000 | -10.1% | 11,595 | -5.4% | 0.23% | -12.7% |
| Q1 2014 | $744,000 | +3.8% | 12,259 | 0.0% | 0.26% | +2.0% |
| Q4 2013 | $717,000 | +13.1% | 12,259 | 0.0% | 0.25% | +7.2% |
| Q3 2013 | $634,000 | -5.2% | 12,259 | -3.3% | 0.24% | -7.8% |
| Q2 2013 | $669,000 | – | 12,676 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael & Susan Dell Foundation | 313,853 | $34,514,000 | 54.03% |
| Lloyds Banking Group plc | 28,209 | $3,101,000 | 24.00% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 4,878,139 | $536,449,000 | 19.10% |
| LANSDOWNE PARTNERS (UK) LLP | 13,523,497 | $1,487,169,000 | 15.49% |
| James Hambro & Partners | 341,429 | $37,538,000 | 14.75% |
| Spectrum Financial Alliance Ltd LLC | 182,873 | $20,009,000 | 13.12% |
| GREENHAVEN ASSOCIATES INC | 6,670,020 | $733,502,000 | 11.54% |
| Providence Wealth Advisors, LLC | 65,118 | $7,023,000 | 10.40% |
| STEWART WEST INDIES TRADING CO., LTD | 1,028,000 | $113,049,000 | 9.79% |
| Chubb Ltd | 200,000 | $21,994,000 | 9.56% |